Disney (DIS) earnings Q2 2026
Key Points:
- Disney will release its fiscal second-quarter results on Wednesday, marking the first earnings call led by new CEO Josh D'Amaro since his March appointment.
- The company has faced recent challenges including layoffs and political pressure related to late-night host Jimmy Kimmel under D'Amaro's leadership.
- Streaming remains a key focus amid industry consolidation, with potential mergers like Paramount+ and HBO Max threatening to reshape competition for Disney+.
- Analysts expect earnings per share of $1.49 and revenue of $24.78 billion for the quarter, though Disney has ceased reporting detailed entertainment segment and streaming subscriber data.
- Investors will closely watch updates on Disney’s theme parks, a major profit driver, especially given international visitation concerns and recent geopolitical tensions affecting the industry.